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Migration pathMigration Guide
Move from Marketing Cloud Account Engagement (formerly Pardot) to Bento with zero guesswork.
See how to move prospects, lists and key assets from Pardot to Bento, rebuild essential automations and protect your B2B email deliverability during the migration.
Migration Flow
A practical migration plan from Marketing Cloud Account Engagement (formerly Pardot) to Bento
This guide follows a simple sequence: export cleanly, map data correctly, then validate before cutover. No generic product pitch, just the steps your team needs.
Stage 1
Export checklist
- 1Audit your Pardot assets
List the prospects, lists, forms, landing pages, automation rules and Engagement Studio programs you are actively using.
- 2Export prospects and lists
In the Pardot Lightning app, open the Prospects or Lists area, filter to the records you want, then use the table actions menu to export a CSV with all relevant fields.
- 3Export custom fields and mappings
Review your Pardot custom fields, note their data types and mappings to Salesforce, and export a reference so you can recreate these fields in Bento.
- 4Capture forms, landing pages and templates
For key forms, landing pages and email templates, download or copy the HTML and assets so you can rebuild the designs inside Bento.
- 5Document automations and Engagement Studio programs
Open each important Engagement Studio program and automation rule, export reports where needed and write down the triggers, rules and actions used.
Stage 2
Data portability map
Know in advance what imports directly and what may require a rebuild.
Stage 3
Validate and cut over
Treat cutover like launch QA. Validate your highest-risk paths first, then move sending traffic.
Switching from Marketing Cloud Account Engagement (formerly Pardot) can be done in one focused session
We help you map lists, rebuild key automations, and validate deliverability before cutover so your first week on Bento is smooth.
BentoOperator Notes
Marketing Cloud Account Engagement (formerly Pardot) to Bento language map
Keep this open while rebuilding flows. It maps terminology and highlights what to do first during migration QA.
- ProspectPerson
In Pardot a prospect is an individual lead or contact; in Bento the same concept is a person record that can hold events, attributes and subscriptions.
- Engagement Studio programWorkflow
Pardot's Engagement Studio programs map to Bento workflows, which automate journeys based on events and conditions.
- ListSegment
Static and dynamic lists in Pardot are recreated as segments in Bento, usually defined by filters on fields and events.
- Completion ActionTrigger or automation rule
Completion actions on forms or emails correspond to Bento triggers that fire when someone performs a specific action.
- GradingFit scoring and segments
Pardot grading helps measure fit; in Bento you can use scores and segments based on firmographic and behavioral data.
- Salesforce CampaignCampaign or tag
Salesforce and Pardot campaigns often become Bento campaigns or tags used to group people and track performance.
- Visitor activityAnonymous events
Pardot visitor tracking is similar to Bento's anonymous events that start recording behavior before someone signs up.
- Account EngagementBento workspace
A Pardot account tied to a Salesforce org is comparable to a Bento workspace where your data, assets and automations live.
Tips
- Start by migrating one or two core journeys such as your main nurture and trial onboarding instead of every legacy flow.
- Keep Pardot running in read-only mode for a short overlap so your team can reference old reports while Bento ramps up.
- Use Bento's anonymous tracking and events as soon as you add the script so new visitors start populating your funnels immediately.
- Involve both marketing and sales when rebuilding scoring rules so alerts and qualified lead definitions match how your team actually works.
- Schedule a warmup period for sending from new domains or IPs and use Bento's batching and pausing controls to protect deliverability.
Watchouts
- You cannot bring over full, per-contact engagement history from Pardot; plan to keep historical reports in Salesforce or exports for reference.
- Complex Engagement Studio programs need to be rebuilt in Bento, so budget time to simplify and improve them instead of copying every branch.
- Some Pardot features depend on tight Salesforce objects and permissions, so verify which data you actually need to sync into Bento before migrating.
Keep Exploring
Other migration playbooks
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